Sprinkle coins every day
Page 411
"Take this food delivery subsidy war as an example. It is undeniable that under the stimulus of subsidies, Nomi Dianping and Ahri Dianping are likely to carve up the food delivery market and achieve a win-win situation."
"The question is, how long can this subsidy war last, and how much money will it burn?"
"Consumers vote with their feet. Once the subsidy ends and returns to normal, the so-called loyalty and user stickiness will all return to zero again."
"If Ari, Tengda, etc. are greedy enough, after the end of the subsidy, they think they have secured their position and start harvesting users in reverse, then users will immediately feel repulsion, resistance, and even disgust."
Put it in the original time and space.
Meituan is almost the only one in the takeaway market. Even if it is a hungry product of the Ari family, it is the same as Meituan, and they work together to cut leeks with a tacit understanding.
But this life.
The local life service track lies across the heterogeneity of Qingcheng Group, which always leaves consumers with the last retreat, a new choice-no subsidies and discounts, but no pitfalls either.
"You say, by then, how many users will return to Qingcheng?"
"Mr. Zhang, your idea is very good, but I am still worried that once the subsidy lasts long enough, such as a year, even if it does not make consumers extremely sticky, it will form a habit." Pei Weiping still insisted.
Once you get used to many things, it is difficult to change.
People are lazy.
"It's even said that during the process, because Qingcheng is aloof and does not subsidize, and if someone takes the lead, consumers will easily form a rebellious mentality and simply uninstall the Qingcheng app."
"Once it's uninstalled, it's very difficult to get it back."
This is by no means Pei Weiping's scaremongering, but a similar thing happened a year ago, and it was only a coincidence that an unscrupulous takeaway incident broke out halfway through, which allowed Qingcheng to survive.
This time, there is absolutely no such good thing.
After the gutter oil incident and the unscrupulous takeaway incident fermented last time, Ali and Tengda have also strengthened their supervision of merchants to avoid capsizing in the gutter.
How could it be possible to give Qingcheng a second chance to "reap the benefits of the fisherman".
"This brings me back to the question I just mentioned." Zhang Shuo obviously had a comprehensive consideration, "In order to retain users, the Qingcheng app must launch the [Life] service in time. Make sure that even if the user is not in Qingcheng Takeaway, it is also inseparable from Qingcheng, and still uses Qingcheng's local life service."
"The ultimate goal of the local life service track should be to create a full-ecological super platform covering all aspects of clothing, food, housing and transportation, weaving a network so that users can't escape."
It’s okay not to order takeout, but you have to stay in a hotel and book a flight, right?
Can you buy movie tickets?
Consider sharing bicycles and sharing charging treasures?
Qingcheng Taxi will serve you wholeheartedly!
What should I do if there is a short circuit in the home wire?
Do you want an errand service, or a local grocery shopping service?
……
Zhang Shuo took the opportunity to describe the future holographic blueprint of the Green Orange Group, and continued: "In addition to opening the [Life] service, we will speed up the deployment of Green Orange Bike in the first half of next year, and test run Green Orange Taxi in the second half of the year."
The advantage of Qingcheng is that they can try everything first and take a step first, so that Ari, Tengda and others can only follow behind the Qingcheng Group forever.
"I'm worried that once our Qingcheng Bicycle and Qingcheng Taxi come out with something famous, Ari and Tengda will definitely follow suit and set off another subsidy war to quickly seize the market." Wang Xin said.
It's almost like making a wedding dress for someone else.
"Follow up, I'm afraid they won't follow up." Zhang Shuo smiled strangely.
"Ok?"
Wang Xin was stunned again, but he didn't have the nerve to ask, but thought about it by himself.
If the boss had to point out everything, wouldn't it appear that his subordinate was too useless?
Absolutely not!
"Mr. Zhang, you mean to deliberately guide Ahli Dianping and Nomi Dianping to set off a money-burning battle, one after another, artificially creating a black hole, and continuously draining their funds?" Wang Xin thoughtfully.
"That's what I mean."
Zhang Shuo nodded with a smile, "Don't these two families like to burn money, thinking that with money, they can do whatever they want, so how can we do what they want?"
Whether it's Qingcheng bicycles or Qingcheng taxis, if you really want to fight, the amount of money you need to invest at that time is not something that can be done with a billion yuan, but a scale of tens of billions.
Even giants like Tengda and Ari may not be able to bear it.
Not to mention.
Under the "suppression" of the budding in this life, Tengda has long since lost its glory in the previous life, and the funds are not so sufficient.
The most terrible thing is that whether it is shared bicycles or taxi services, after the end of the war of burning money, the original space-time ended up with nothing.
The radical money-burning battle eventually resulted in self-immolation.
In the end, Qingcheng, who has been lurking all this time, can stand up and clean up the mess, reorganize the mountains and rivers, and let everything return to where it should belong——
Neither can the sharing economy be raised too high, nor should one step into the soil.
The key is to stick to the original intention and not be too greedy!
Originally, Zhang Shuo wondered whether to cooperate with Tengda and Ali rather than compete, and guide these giants to participate in investment in semiconductor and other industries, avoid involution, and make money together.
But judging from the recent performance of Tengda and Ari, this is just his wishful thinking.
What they believe in is always a zero-sum game. They must first knock down, maim, or even kill their opponents at all costs, and then hope that only one person can enjoy the fruits of victory.
It is really difficult to carry out higher-level cooperation.
In this case, don't blame Zhang Shuo for being cruel, digging a big hole, and accelerating their defeat in advance.
"I'm afraid that other investment institutions, such as Scarlet Capital, will follow suit. Providing ammunition supplements for Tengda and Ari may not be able to squeeze them out." Lu Kai stepped forward to intervene in due course.
It's quite possible.
"That just tied them together and pushed them all into the pit."
A cold light flashed in Zhang Shuo's eyes, "Of course, this matter is simple to say, but it needs a lot of wisdom to implement it smoothly and achieve the effect we preset."
The opponent is not a fool, but a group of elites.
"This matter is not in a hurry, and there is still time to plan slowly. The crux of the problem now is that the development of [life] services takes time. How can I get this part of time for Qingcheng?"
Pei Weiping raised a new question.
Chapter 361 Tens of billions of capital increase, Ari withdrew, and Tengda's inner struggle caused waves!
"I think the subsidy war did not start so soon." Wang Xin put forward a different view.
"How to say?" Zhang Shuo became interested.
"Although Nomi.com and Dacong Dianping announced the merger, it was only a verbal merger. Subsequent personnel integration, business integration, APP merger and other things are complicated and cannot be finalized in a short while. , It will take a month or two at the earliest. When the integration is completed, it will almost be the Spring Festival.” Wang Xin has a deep understanding of this.
Not to mention the peer-to-peer integration of Nomi.com and Dacong Dianping, it took several months for Meituan to integrate into Qingcheng Group, and it took several months to truly digest and integrate into one.
In other words.
Wang Xin judged that the subsidy war will take place after the Spring Festival.
"It takes time to integrate Nomi's review, but Ari doesn't have it." Pei Weiping reminded.
"Ari was forced to fight this time. If Nomi Dianping didn't pull the trigger, Ari would definitely not be in a hurry. Ahri's money didn't come from the wind." Wang Xin smiled.
Pei Weiping's lips moved, but he didn't say anything in the end.
Undoubtedly, Pei Weiping's performance in this report was actually a bit bad. Not only did the suggestions he put forward fail to win the approval of the big boss, but he also failed to come up with remedial measures.
In contrast, Wang Xin's performance is still passable.
Lu Kai saw that the atmosphere was a bit weird, and said with a smile: "If you want to deter Ahri, there is actually another way, which is to start the capital increase plan of Qingcheng Group in advance."
According to the service agreement signed between Qingcheng Group and Qinghe Technology, in March next year, Qingcheng Group will need to pay Qinghe Technology a second service fee of up to 100 billion.
for this funding.
Zhang Shuo said a long time ago that he would not conduct equity financing, but directly increase capital.
That's what Lu Kai was talking about.
"That's a good idea."
Zhang Shuo's eyes also brightened, "Ari and Qiandu are both minority shareholders of Qingcheng Group. Once the tens of billions of capital increase plan is thrown out, I think the two companies will be a little bit afraid, and they can't figure out our movements."
In other words.
Although Zhang Shuo has decided not to participate in the subsidy war, the Green Orange Group may not give a detailed explanation on this matter, nor does it say that it will participate, nor will it say that it will not participate.
Throwing out a capital increase plan at this time would easily make the outside world think that Qingcheng was stockpiling ammunition.
Even if Ahri’s determination cannot be shaken, the food delivery subsidy battle will be postponed until after the Spring Festival. By then, the [Life] function of the Qingcheng APP has almost been launched for testing.
"Then this is double insurance, basically foolproof." Wang Xin echoed with a smile.
"Row."
Zhang Shuo didn't want to get too entangled in this issue, "Then it's settled, Qingcheng will not participate in the subsidy, and immediately start the research and development of [life] functions, and take a long-term development route."
Pei Weiping and Wang Xin naturally had no objection.
In fact, this simple meeting also decided on the main development plan of the Green Orange Group next year, which is to promote Green Orange bicycles in the first half of the year and test Green Orange taxis in the second half of the year.
.........
After discussing matters related to Qingcheng, Pei Weiping and Wang Xin left first.
The meeting is still going on.
Lu Qi, the rotating president, followed the topic just now, and reported: "Next year, in addition to the capital increase of Qingcheng Group, Qingyun Data will also need to increase capital. Will we also discuss it?"
The 25 billion funds obtained by Qingyun Data in the A round of financing, with the completion of the southern Sichuan data center, plus daily operation and R & D support, has already been spent.
The operating expenses for next year have not yet been settled.
If you don’t want to start the B round of financing, you need all major shareholders to increase capital in the same proportion.
"can."
Zhang Shuo also considered this matter, "Then increase the capital by 50 billion in one go, so as to save the fuss back and forth."
"50 billion? Will it be a little tight in terms of funding arrangements?"
Lu Qi took out a pen and paper to calculate on the spot.
"The group holds 64.05% of the shares of Qingcheng Group, and needs to spend 64.05 billion for the capital increase of 90 billion. It holds 50% of the shares of Qingyun Data, and the capital increase is 45 billion, and it needs to take out 109.05 billion. All together, it is [-] billion."
It's really not a small sum.
"110 billion..."
Zhang Shuo also scratched his head, thought for a while, and said, "Well, it happens that everyone is here. Taking this opportunity, we will count all the business lines of the group and the expected large expenses before the Spring Festival."
It's also good to know what you know.
Seeing this, Gu Mingzhang was the first to report: "Mr. Zhang, Xiyang Technology has completed the registration, and the one billion registered capital needs to be in place within one or two months."
"Okay, one billion."
Zhang Shuo also learned from Lu Qi and wrote down a note in his notebook.
"In addition, because Dao Sui Group is going to complete its layout in the field of quantum chips, starting next month, the group headquarters will need to re-allocate research and development funds." Gu Mingzhang said.
"Another three hundred million."
In terms of research and development expenditures, Zhang Shuo has always been generous.
Then Jiang Yue reported: "After the Eastern University of Technology is approved, according to our previous commitment, the library of the Eastern University of Technology will be donated by the Chunmiao Fund. The total project budget is 15 billion, and we need to prepare start-up funds."
The library with a budget of 15 billion is also a super-class existence in the world.
This is Zhang Shuo's selfishness.
He will be graduating with a master's degree next year, and he doesn't plan to continue his doctoral studies. Naturally, it's not easy to continue to rely on Binhai University.
After graduation, you need a new place to live.
After all, the Eastern University of Technology was also built in Houhai, close to the water. Zhang Shuo simply asked Chunmiao Fund to contract the school's library project, making up his mind to build a first-class library in Asia.
I will spend time in the new library in the future.
"This must be supported. First allocate [-] million start-up funds, and strive to complete it before September next year." For the sake of a future free world, Zhang Shuo is also proud.
"In addition, next month's Fertile Soil Awards will also need to prepare bonuses in advance." Jiang Yue continued to report, "The funds previously allocated by the Spring Sprout Fund have almost been used up."
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